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New Hire Orientation Checklist

This new hire orientation checklist outlines the tasks and timeline for onboarding a new employee over their first week. It includes introducing them to coworkers on the first day, completing paperwork, providing an orientation presentation, and reviewing job responsibilities with their supervisor. In the first week, the new hire will have meetings scheduled with key staff, receive training on office procedures and systems, and shadow a peer to observe typical work duties. At the end of the week, a meeting is scheduled to check the employee's progress and address any needs.

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333 views2 pages

New Hire Orientation Checklist

This new hire orientation checklist outlines the tasks and timeline for onboarding a new employee over their first week. It includes introducing them to coworkers on the first day, completing paperwork, providing an orientation presentation, and reviewing job responsibilities with their supervisor. In the first week, the new hire will have meetings scheduled with key staff, receive training on office procedures and systems, and shadow a peer to observe typical work duties. At the end of the week, a meeting is scheduled to check the employee's progress and address any needs.

Uploaded by

Wall Street Forex (WSFx)
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Name: Job Title:

Start Date: Pay Rate:


Reports to: Status (PT, FT, Salary, Hourly):

New Hire Orientation Checklist

TASK WHEN

✓ Day 1: Welcome and Orientation

Introduce new hire to supervisor, key managers, and co-workers Day 1

In-Office: Tour the workspace and key office areas. Don’t forget to
show the new hire the following:
• Break room and lunch area
• Conference rooms
Day 1
• Supply area/copy machines
• Restrooms
• Emergency exit plan
• Labor law posters

Complete critical new hire paperwork, such as:


• I-9 form (employment eligibility)
• W-4 form (tax withholding) Day 1
• Emergency contact form or Employee data sheet
• Direct Deposit form

Give employee copies of key documents to review, such as:


• Company policies and/or employee handbook
• Department phone list and/or org chart Day 1
• Training and meeting schedule for the coming week
• Computer login instructions and phone reference guide

Hold orientation video presentation (discuss company culture,


Day 1
mission, values, etc.)

Schedule time with supervisor to review job description and role Day 1
Name: Job Title:
Start Date: Pay Rate:
Reports to: Status (PT, FT, Salary, Hourly):

TASK WHEN

First Week: Training and Review

Schedule one-on-one meetings with key employees and


managers; make sure daily meetings with peer mentor and Day 2
lunches are scheduled.

Review cheat sheets, phone lists, office maps, and voicemail


Day 2
instructions to see if new hire has any questions or needs assistance.

Review org chart and company structure; share who does what. Day 2

Review company policies, labor law posters, and employee


handbook, allowing new hire to ask questions before requesting Day 3
signature.

Schedule new hire to shadow a peer for the day to see what a
Day 3-4
typical work day looks like.

Provide training on software systems and other job tools. Day 2-5

Schedule meeting at end of first week to check employee’s


Day 5
progress

Check with HR to identify any needs, concerns, issues, or ideas. Day 2-5

Additional Tasks and Notes

Optional: File this document in the employee personnel folder for reference.

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